Speculations on oil, peak oil theory, energy in general, and the investment implications.

Monday, May 09, 2005

Were you listening to me Neo? Or were you looking at the woman in the red dress?

FADE IN:Interior, murky, faded living room. A thunderstorm rumbles in the background. Morpheus and Neo are seated in red leather chairs facing one another. Morpheus sits back in the chair, twirls a silver case in his hands as he speaks. Neo sits forward in his chair, gripping the armrest as he listens. A table with a tall glass of water stands between them.

Morpheus(speaking slowly, intensely)

Let me tell you why you're here. You're here because you know something. What you know you can't explain. But you feel it. You've felt it your entire life. That there's something wrong with the world; you don't know what it is, but it's there, like a splinter in your mind, driving you mad. It is this feeling that has brought you to me. Do you know what I'm talking about?

Neo (answers slowly)

The end of cheap oil?

Morpheus

(stops twirling, holds case still)Do you want to know what it is? The implications of the end of cheap oil are everywhere. It is all around us. Even now in this very room. You can see it when you look out your window, or when you turn on your television. You can feel it when you go to work, when you go to church, when you pay your taxes. It is the world that has been pulled over your eyes to blind you from the truth.

Neo (breathlessly)

What truth?

Morpheus

(shifts forward, leans in towards Neo)That you are a slave to cheap oil, Neo. Like everyone else, you were born into bondage. Born into a prison that you cannot smell or taste or touch. A prison for your mind.

(leans back in chair again, starts to open case)

Unfortunately, no one can be told what the implications are, you have to think it through for yourself.

(removes pills from case, places one in each hand)

This is your last chance, after this there is no turning back.

(holds out hands, revealing pills as he speaks)

You take the blue pill, the story ends, you wake up in your bed and believe whatever you want to believe. You take the red pill, you stay in wonderland, and I show you how deep the rabbit hole goes.